RIA Intel›Advisers›Pennsylvania›BERKADIA CAPITAL ADVISORS LLC

BERKADIA CAPITAL ADVISORS LLC

Advisory

N·AMBLER, PA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM
$2.7B
1-Year AUM Growth
-22.9%
3-Year CAGR
+1.9%
Employees
2
Assets Under Management
Total AUM$2.7B
Discretionary AUM$2.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)+200.0%
Filing History
Total Filings on Record9
First FilingMar 12, 2021
Latest FilingMar 16, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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